Customer portal
A customer portal your clients will actually use
Stop sending the same PDF three times. Clients sign in to your branded MERP portal to review and accept quotes, pay invoices, download statements and follow the projects you share with them.
What you can do with Customer portal
Accept quotes
Clients accept or decline quotes with a recorded timestamp.
Pay invoices
Pay online through your Stripe account, and save a method for recurring billing.
Statements and history
Every invoice, payment and credit note in one place.
Shared projects
Show milestones, status and files you choose to share.
Your branding
Your logo and colors on your own workspace address.
Secure access
Clients sign in with email verification, separate from your team accounts.
Works with the rest of your ERP
Customer portal questions
Do clients pay for portal access?
No. Portal access for your clients is included.
Set up your ERP today
Create your workspace in minutes. The AI agent helps you with company details, accounts, taxes and your first invoice.